WS Lindsell Train UK Equity Fund AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 20.66 | -1.09 | 22.81 | -2.47 | 12.72 | -6.07 | 4.65 | 1.95 |
+/- Category | 9.02 | 8.73 | 3.47 | 6.63 | -5.25 | -4.00 | -3.56 | -7.50 |
+/- Category Index | - | - | - | - | - | - | -2.98 | -7.99 |
% Rank in Category | 22 | 2 | 60 | 37 | 91 | 78 | 96 | 100 |
Trailing Returns (GBP) | 24/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.48 | 0.51 | 1.04 |
1 Week | -0.45 | 0.00 | 0.35 |
1 Month | 0.42 | -0.02 | 0.27 |
3 Months | 3.36 | 1.98 | 1.30 |
6 Months | 3.56 | -1.49 | -1.66 |
YTD | 1.47 | -7.75 | -8.75 |
1 Year | 8.81 | -9.15 | -8.68 |
3 Years Annualised | 1.05 | -4.65 | -6.28 |
5 Years Annualised | 2.67 | -2.75 | -3.02 |
10 Years Annualised | 8.11 | 1.98 | 1.74 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.25 | -0.33 | 1.03 | - |
2023 | 5.69 | -0.45 | -3.17 | 2.72 |
2022 | -6.99 | -8.07 | 3.47 | 6.17 |
2021 | -0.52 | 8.32 | 0.37 | 4.22 |
2020 | -15.87 | 10.09 | 1.84 | 3.39 |
2019 | 9.68 | 9.96 | 3.97 | -2.06 |
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